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Are you a busy woman? 

We specialize in assisting women in achieving organization, gaining financial control, and optimizing their wealth-building capabilities, allowing them to prioritize their careers and families with confidence. We are experts in helping women navigate through life transitions such as a divorce, the loss of a spouse, or a career change.

Stephanie Trexler CFP, Women financial planner near me

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Building Wealth
  One Egg at a Time

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As the Famous Golden Goose Fable Goes...

There was once a poor countryman who possessed a magical goose that would lay a beautiful, glittering, golden egg each day. Each day the countryman would take the golden eggs to market and he slowly began to build wealth.  However, he grew impatient because the goose would only lay one golden egg per day. He simply was not getting rich as fast as he wanted. So one day, after he had finished counting his money from the market, the idea came to him that he could get all of the golden eggs at once by killing the goose and extracting all of the golden eggs.  However, when the deed was done, he did not find a single golden egg, and his precious goose was dead. The lesson, of course, is that wealth building takes time and if you look for shortcuts you could end up "killing the golden goose."

At Golden Goose Wealth Planning we aim to help you maximize your wealth-building potential and keep you focused on the ultimate goal of providing yourself and your family a nest full of golden eggs while also enjoying life along the way.

Home: Welcome

Who We Serve

Busy women, financial planning
Life transition financial planner
Financail freedom, retirement, FIRE, financial planner, women

Building Wealth

Life is a juggling act, with the demands of family, career, and personal aspirations pulling you in different directions. At GG Wealth Planning, we specialize in bringing order to the chaos, helping you achieve financial organization and alignment. Let us guide you on a journey towards financial well-being, all while ensuring you have the freedom to check off those bucket list items along the way.

Working through a Life Transition

Whether you find yourself navigating the challenging waters of grief, going through a divorce, embarking on a new career path, or embracing the joys of starting a family, we're here to assist you through life's transitions. Our role is to provide the support you need during these challenging times, helping you pick up the pieces and move forward with confidence.   

Achieving Financial Freedom

You've dedicated significant effort to reach this milestone. Don't allow the pressure of making numerous crucial financial decisions all at once overshadow this significant achievement. Let us assist you in orchestrating a seamless transition into retirement, ensuring you can fully enjoy this wonderful phase of your life. 

Wealth Building Involves More Than Just Picking Investments

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Achieving Financial Freedom

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Cash Flow Planning

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Debt Management

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Student Loan Management

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Tax-Efficiency Planning

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Managing Investments

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Charitable Giving

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Estate Planning

Let's schedule a time to connect: 
Schedule Here

At Golden Goose, we craft a personalized financial plan tailored specifically to your needs. Our recommendations span across all critical aspects of financial planning, ensuring your overall financial well-being.

How Can We Help?

Not ready to chat yet? Please send me a message!

Distance is not an issue. We're blessed to work with clients all over the country.

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